1.Monitors new contact records
Integrate Microsoft Dynamics 365 CRM and CRM data tools to detect new contacts and pull core contact fields and account reference.
Add new CRM contacts to marketing subscriber list
Automatically monitor new contacts across Microsoft Dynamics 365 CRM and Zapier Tables and keep your marketing subscribers current in Mailchimp. Create and update when contact created, contact updated, or email addedβso you can enrich account fields, update subscriber profiles, and maintain list compliance without manual cleanup.
How this automation updates your subscriber list coverage
When new contacts arrive, unverified emails can slip into your marketing list and create compliance risk. This automation filters and enriches CRM contacts and then creates or updates your Zapier Tables records and Mailchimp subscribersβso your team can expand outreach with accurate profiles.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Checks do-not-email and account reference
Integrate Filter by Zapier and compliance checks to continue only when the do-not-email condition passes and an account reference exists.
Filter by Zapieror swap with your favorite app
3.Looks up account enrichment data
Integrate Zapier Tables and data enrichment tools to look up enrichment values and map country, line-of-business, and owner.
Zapier Tablesor swap with your favorite app
4.Creates or updates contact table record
Integrate Zapier Tables and contact data tools to create or update Contacts table records and map email, names, and enrichment.
5.Adds or updates Mailchimp subscriber
Integrate Mailchimp and audience management to add or update subscribers, map merge fields, and set subscription status.
Mailchimpor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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